# Jones Lumber Company, INC 401(k) Plan
Source: https://planprovider.pro/companies/jones-lumber-company-inc-401k-plan

> Jones Lumber Company, INC's 401(k) plan: 136 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jones Lumber Company, INC

- **Sponsor EIN:** 950885570

- **Sponsor Address:** PO BOX 40, LYNWOOD, CA, 902620040

- **Plan Type:** 401(k)

- **Total Participants:** 136

- **Total Assets:** $15.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|136|$15.0M|$98,517|$462,074|

| 2023|129|$12.5M|$89,117|$437,171|

| 2022|139|$10.2M|$84,566|$405,539|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| RBC WEALTH MANAGEMENT|NONE|$32,312|—|$32,312|

| ASCENSUS LLC|NONE|$10,122|$537|$10,659|

| ROSE, SNYDER & JACOBS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RBC WEALTH MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $42,971

- **Estimated Expense Ratio:** 0.286% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$42,434|$32,312|$10,122|—|—|

| 2023|$37,644|$26,687|$10,957|—|—|

| 2022|$41,841|$28,038|$13,803|—|—|

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